Zhenhua Yuan is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 10 years of industry experience. Zhenhua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 443 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are determined on a case-by-case basis, considering factors such as account value and complexity. At times, Watts Gwilliam may propose a fixed fee for portfolio management.
Fee Estimator
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295
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Regulatory History (1)
Employment Separation After Allegations
October 2020Employment History
Current Registrations
Watts Gwilliam & Company, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.